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Jay Louis Burmaster

Truist Advisory Services, Inc.

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About Jay Louis Burmaster

Jay Louis Burmaster is an investment advisor representative at Truist Advisory Services, Inc. Jay has been in the financial services industry since September 6, 1997, and has worked with several firms. In his current role, Jay is responsible for providing financial advice to individuals and businesses. Jay has a wide range of experience in the financial services industry, and is committed to providing his clients with the best possible advice.

Firm Information

Jay Burmaster is currently registered with Truist Advisory Services, Inc.. Truist Advisory Services, Inc. is an investment advisor registered with the SEC. They provide financial planning, portfolio management for individuals and businesses, publication of periodicals, selection of other advisors, and wrap fee products and financial profiling services. Their main office is located in Atlanta, GA and they have approximately 2,079 investment advisor representatives and 1,756 licensed agents. They manage over $61 billion in assets for individuals, high-net-worth individuals, corporations, and other clients.
Truist Advisory Services, Inc.

303 PEACHTREE CENTER AVENUE,

ATLANTA, GA 30303

$61.37B

Assets Under Management

560

Total Clients

1,881

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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wrap fee product and financial profiling services using desktop software

Wrap fee product and financial profiling services using desktop software

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jay Burmaster’s Registration & Firm History

VA

03/02/2021 - Present

Truist Advisory Services, Inc. (ALEXANDRIA VA)

VA

01/02/2013 - 02/17/2021

BB&T SECURITIES, LLC (RICHMOND VA)

VA

11/06/2009 - 01/02/2013

SCOTT & STRINGFELLOW, LLC (ALEXANDRIA VA)

VA

04/18/2005 - 11/11/2009

WELLS FARGO ADVISORS, LLC (MCLEAN VA)

NJ

12/17/2002 - 04/18/2005

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

CT

01/17/2001 - 12/16/2002

ORBITEX FUNDS DISTRIBUTOR, INC. (STAMFORD CT)

MD

06/24/2002 - 08/08/2002

MONUMENT DISTRIBUTORS, INC. (KENSINGTON MD)

NY

09/01/1998 - 01/16/2001

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

MA

08/10/1998 - 12/09/1998

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MI

08/06/1997 - 07/08/1998

OLDE DISCOUNT CORPORATION (DETROIT MI)

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Licenses & Designations

IA

Issued 09/08/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/18/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/09/2006

Series 31 - Futures Managed Funds Examination

BC

Issued 12/16/1997

Series 7 - General Securities Representative Examination

BC

Issued 08/04/1997

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jay Louis Burmaster.
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